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Disclosery

RDA Financial Network: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RDA Financial Network on WELL, newest first. How the timeline and the estimate are built.

RDA Financial Network held 9,586 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,586 shares
    Change vs previous 13F -1,342 shares

    0.47% of the 13F portfolio, value $2,175,686.

    13F-HR 0001774086-26-000003 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,928 shares
    Change vs previous 13F +258 shares

    0.54% of the 13F portfolio, value $2,160,479.

    13F-HR 0001774086-26-000002 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,670 shares
    Change vs previous 13F -2,059 shares

    0.48% of the 13F portfolio, value $1,980,435.

    13F-HR 0001774086-26-000001 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,729 shares
    Change vs previous 13F -311 shares

    0.56% of the 13F portfolio, value $2,267,549.

    13F-HR 0001774086-25-000006 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,040 shares
    Change vs previous 13F -781 shares

    0.54% of the 13F portfolio, value $2,004,688.

    13F-HR 0001774086-25-000005 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,821 shares
    Change vs previous 13F -915 shares

    0.63% of the 13F portfolio, value $2,117,472.

    13F-HR 0001774086-25-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,736 shares
    Change vs previous 13F -655 shares

    0.54% of the 13F portfolio, value $1,857,116.

    13F-HR 0001774086-25-000001 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,391 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,970,548.

    13F-HR 0001774086-24-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).